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Mutual Advisors’s Primerica PRI Stock Holding History

Mutual Advisors’s Portfolio PRI Stock Details PRI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$677K Sell
2,381
-63
-3% -$17.2K 0.01% 798
2026
Q1 		$612K Buy
2,444
+45
+2% +$11.6K 0.01% 787
2025
Q4 		$620K Buy
2,399
+19
+0.8% +$4.96K 0.01% 770
2025
Q3 		$630K Buy
2,380
+189
+9% +$50.7K 0.01% 746
2025
Q2 		$582K Buy
2,191
+646
+42% +$171K 0.01% 713
2025
Q1 		$404K Buy
1,545
+151
+11% +$43K 0.01% 800
2024
Q4 		$402K Buy
1,394
+136
+11% +$38.6K 0.01% 785
2024
Q3 		$351K Buy
1,258
+69
+6% +$17.4K 0.01% 831
2024
Q2 		$297K Buy
1,189
+115
+11% +$26.1K 0.01% 894
2024
Q1 		$272K Buy
1,074
+75
+8% +$17.7K 0.01% 905
2023
Q4 		$206K Buy
+999
New +$204K 0.01% 959

Other funds holding PRI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
BWA
Brave Warrior Advisors New York $4.59B AUM 9.32% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

Mutual Advisors's PRI Position: Q2 2026 in Review

Mutual Advisors reduced its Primerica (PRI) stake by 2.6% in Q2 2026, selling an estimated $17.2K and leaving 2,381 shares worth $677K. The position accounts for 0.01% of the portfolio, ranked #798.

Mutual Advisors first reported a position in PRI in Q4 2023 and has held it in 11 quarters since. 525 funds tracked by Wall St. Rank hold PRI as of Q2 2026.

  • Mutual Advisors held 2,381 shares of Primerica worth $677K as of Q2 2026.
  • Mutual Advisors sold 63 Primerica shares in Q2 2026, an estimated $17.2K.
  • Primerica made up 0.01% of Mutual Advisors's portfolio in Q2 2026, its #798 holding.
  • Mutual Advisors first reported a position in Primerica in Q4 2023 and has held it in 11 quarters since.
  • 525 funds tracked by Wall St. Rank held Primerica as of Q2 2026.

Based on Mutual Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.